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Filers›Asset Manager›INTEGRITY WEALTH ADVISORS, INC.
DOSSIER · 13F-HR · Q1 2026

INTEGRITY WEALTH ADVISORS, INC.

INTEGRITY WEALTH's asset manager based in Boston, MA — $168M in tracked AUM across 73 positions as of Q1 2026.

IW
INTEGRITY WEALTH·Boston, MA·Asset Manager
CIK 0001951908 · last filed Mar 31, 2026
Total AUM
$168M
▲ 15.4%
vs prior
Holdings
73
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
41% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: INTEGRITY WEALTH ADVISORS, INC.
1. Portfolio Overview

Integrity Wealth Advisors, Inc. manages a portfolio with a total market value of approximately $186.78 million as of September 30, 2025. This represents a significant growth of 30.5% from the previous quarter's value of $143.10 million. The portfolio consists of 48 holdings, indicating a concentrated investment strategy with a focus on core positions.

The firm employs a strategy hea...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
RDVY
FIRST TR EXCHANGE TRADED FD
$21M304K12.4%
02
DINT
DAVIS FUNDAMENTAL ETF TR
$17M621K10.0%
03
FPE
FIRST TR EXCH TRADED FD III
$12M695K7.4%
04
GNSS
GENASYS INC
$12M6.5M7.0%
05
GOOG
ALPHABET INC
$9M31K5.2%
06
GTO
INVESCO ACTIVELY MANAGED EXC
$9M184K5.1%
07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$8M17K5.0%
08
JPST
J P MORGAN EXCHANGE TRADED F
$6M117K3.5%
09
JAAA
JANUS DETROIT STR TR
$6M111K3.3%
10
BA
BOEING CO
$5M26K3.1%

Filing history

Filing history loading…
AI Agent · grounded in INTEGRITY
haiku-4-5 · 73 positions indexed
Sector mix
  • Health Care41%
  • Cons. Disc.6%
  • Communications22%
  • Industrials9%
  • Energy11%
  • Other11%
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